Committed to helping New Jersey families preserve and protect their wealth.

Estate Planning Seminar

Title: Estate Planning Seminar

Area: Union

Date: Tuesday, August 15, 2017

Time: 10:00 AM - 12:00 PM

Location: Holiday Inn

Address: 36 Valley Road, Clark, NJ 07066

Topics of discussion:

WILLS AND LIVING TRUSTS: Learn the advantages and disadvantages of both, and why choosing the wrong one for you can be a mistake.

DIVORCE: Preserve your children’s inheritance if they divorce… up to 50% of your assets could walk out the door with your ex in-law.

REMARRIAGE: Prevent your assets from going to a stranger instead of your children if your spouse gets remarried after your death.

PROBATE: How it works, and how to maintain privacy.

INCAPACITY: Make your final wishes known with a Living Will and Health Care Proxy. Avoid a publicly humiliating and expensive guardianship proceeding if you become legally incapacitated or disabled.

NURSING HOME COSTS: Protect your nest egg from nursing home costs by learning the five ways to pay for those expenses, which average over $10,000 per month locally.

Bookings no longer allowed on this date.

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Testimonials

We found Alan to be very thorough and easy to understand. He answered all of our questions and was very patient in walking us through this process.

Jerome

Very happy with work. Everything explained clearly and concisely and all my questions were answered completely. Process of putting together plan and review of documents was very organized and easy to understand.